FAQ & Troubleshooting

Find answers to the most common questions about Agently. If you can't find what you're looking for, reach out through our in-app support widget or ask Nexus.

General Questions

What is Agently?

Agently is an AI workforce platform that gives your business a team of 6 specialized AI agents. Each agent handles a specific role — sales, operations, customer success, marketing, or research — and takes real actions through 100+ connected tools like email, calendar, CRM, and social media. Plans start at $29/month.

How is Agently different from ChatGPT or other AI chatbots?

Agently differs from general-purpose AI chatbots like ChatGPT, Claude, and Gemini in three key ways:

1. Specialized agents — Instead of one generic AI, you get 6 purpose-built agents (Apex, Nova, Echo, Pulse, Lens, Nexus), each with role-specific tools and expertise

2. Real integrations — Agents don't just give advice; they act through your real accounts (sending emails via Gmail, scheduling meetings via Google Calendar, creating Jira tickets) via 100+ integrations powered by Composio

3. Business context — The Brain, a RAG-powered knowledge base with semantic search, makes every response specific to your company, not generic

How does Agently compare to other AI workforce platforms?

Unlike single-agent platforms, Agently provides multiple specialized agents that work together in a shared workspace. Compared to building custom AI workflows with tools like LangChain or CrewAI, Agently is a ready-to-use platform that requires no coding. And unlike AI-enhanced versions of existing tools (like Notion AI or ClickUp AI), Agently works across your entire tool stack through 100+ integrations rather than being locked into one ecosystem.

What AI models power the agents?

Agently's agents are powered by Anthropic's Claude models, considered among the most capable AI models available as of 2026. Fast mode uses an efficient model for quick responses. Smart mode engages Claude's extended thinking capability for deeper, multi-step analysis.

Can I use Agently for my whole team?

Yes. Create a workspace, invite your team (up to 3 members on Starter, 10 on Pro, unlimited on Enterprise), assign roles, and everyone can chat with agents and collaborate. All agents share the same Brain and integrations, so the whole team benefits.

Is my data used to train AI models?

No. Your workspace data is never used to train any AI models. Your conversations, documents, and knowledge stay within your workspace and are never shared with model providers. Learn more in our Security & Privacy guide.

How much does Agently cost?

Agently offers three plans: Starter ($29/month, 1,450 credits, 3 team members), Pro ($49/month, 2,450 credits, 10 team members), and Enterprise ($79/month, 3,950 credits, unlimited team members). Additional credits can be purchased in packs starting at $10 for 500 credits. See full details at Billing & Plans.

Agent Questions

Which agent should I use for my task?

Not sure? Start with any agent — they'll let you know if another would be a better fit.

What is the difference between Fast and Smart mode?

• Fast — Quick responses for straightforward tasks. Lower credit usage. Best for simple questions, drafts, and routine work.

• Smart — Extended thinking for complex work. Higher credit usage. Best for deep research, strategic planning, and nuanced analysis.

Learn more: Chatting with Agents

Do agents remember previous conversations?

Agents maintain context within a single conversation. Each conversation is independent — starting a new conversation means starting fresh. To carry context forward, use @mentions to reference previous work or continue in the same thread.

Can agents act without my permission?

No — agents are transparent about their actions. You'll see tool action indicators showing what they're doing. For critical actions, the Decisions system lets you approve or reject before execution.

Can I use multiple agents for the same project?

Yes, and this is one of Agently's strengths. For example, Lens can do research, Apex can handle outreach based on that research, and Nova can manage the project timeline. They all operate in the same workspace, so outputs from one are accessible to others.

Brain (Knowledge Base) Questions

What types of files can I upload to the Brain?

You can upload PDF documents, Word documents (DOCX), text files (TXT), Markdown files (MD), images (PNG, JPG), and web page URLs. Learn more: Brain Guide

How do agents search the Brain?

Agents use semantic search — they match by meaning, not just keywords. If your Brain has a document about "customer acquisition cost" and you ask about "how much it costs to get new users," the agent will still find the relevant knowledge.

Is there a limit to how much knowledge I can store?

Limits depend on your plan. Check your current plan details in Settings > Billing or see Plans & Pricing.

Should I put everything in the Brain?

Quality matters more than quantity. Focus on information that agents will actually need: company info, product details, brand guidelines, customer FAQs, and key processes. Well-written, focused knowledge items perform better than dumping entire document archives.

Integration Questions

What integrations does Agently support?

Agently supports 100+ integrations powered by Composio, including:

• Email: Gmail, Outlook

• Calendar: Google Calendar, Outlook Calendar, Calendly

• Productivity: Notion, Google Docs, Google Sheets, Google Drive, Airtable, Confluence, Dropbox

• Communication: Slack, Discord, Telegram, Microsoft Teams, Zoom

• Social: LinkedIn, Twitter/X, Instagram, Facebook, YouTube

• Project Management: GitHub, GitLab, Jira, Asana, Trello, Monday.com, Linear

• CRM & Sales: HubSpot, Salesforce, Pipedrive, Zendesk

• Finance: Stripe, QuickBooks, Xero

Browse the full catalog in Settings > Integrations. Learn more: Integrations Guide

Is it safe to connect my accounts?

Yes. Agently uses OAuth 2.0 — the industry standard for secure authorization. Agently never sees your passwords. You authorize access directly with the service provider, and you can revoke it at any time. Learn more: Security & Privacy

Can I disconnect an integration?

Yes. Go to Settings > Integrations and click Disconnect on any connected service. Access is revoked immediately.

What happens if I disconnect an integration?

Agents will no longer be able to use that service. Existing content that was already created (like tasks or pages) remains in your workspace. Agents will gracefully handle the missing integration and let you know if they need it.

Workspace & Team Questions

How do I invite someone to my workspace?

Go to Settings, navigate to team management, enter their email, select a role (Admin or Member), and send the invitation. They'll receive an email with a join link. Learn more: Workspace Management

Can someone be in multiple workspaces?

Yes. Each workspace is independent with its own Brain, integrations, and billing. Switch between workspaces from the workspace selector in the sidebar.

What is the difference between Owner, Admin, and Member?

• Owner — Full control over the workspace including settings, billing, and deletion

• Admin — Can manage settings and members, but not billing or workspace deletion

• Member — Can use all features but can't change workspace settings

How do I delete my workspace?

Only the Owner can delete a workspace. Go to Settings and look for the delete option. This action is permanent and removes all workspace data.

Billing Questions

How do credits work?

Credits are consumed when agents process your requests. Simple tasks use fewer credits; complex tasks (especially in Smart mode) use more. Your plan includes a monthly credit allocation, and you can purchase additional credit packs. Learn more: Billing & Plans

What happens when I run out of credits?

Agents won't be able to process new requests until credits reset on your billing cycle or you purchase additional credits.

Can I upgrade or downgrade my plan?

Yes. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing cycle. Manage your plan in Settings > Billing.

How does the referral program work?

Share your referral link (found in Settings > Referrals). When someone signs up and subscribes, you both earn bonus credits.

Troubleshooting

An agent isn't using my connected integration

• Check that the integration is still connected in Settings > Integrations

• Make sure you're asking an agent that typically uses that tool (see which agents use which integrations)

• Try explicitly mentioning the integration: "Send this via Gmail" or "Check my Google Calendar"

Agent responses seem generic and don't know about my business

• Add more knowledge to the Brain — company info, product details, brand guidelines

• Set up Brand Context in workspace settings

• Use @mentions to point agents to specific knowledge items

• Make sure your Brain content is clear, specific, and up to date

I'm not receiving notifications

• Check that you haven't accidentally marked everything as read

• Ensure your browser allows notifications from Agently

• Try refreshing the page to re-establish the real-time connection

A page sharing link isn't working

• Verify that sharing is still toggled on for that page

• Check if the page has a gate configured — visitors may need to complete the gate action first

I can't access a workspace

• Make sure you've accepted the workspace invitation

• Check with the workspace Owner or Admin — your access may have been removed

• Verify you're signed in with the correct account

Still Need Help?

• In-app support — Click the support chat widget in the bottom corner of Agently

• Support tickets — Create a support ticket from within the app for tracked issues

• Ask Nexus — Your workspace guide can answer many questions about how to use Agently